|
301
|
Cromwell Holdings
Jackson,
Wyoming
|
$629
|
–
|
–
|
–
|
|
|
302
|
Fortitude Family Office
Scottsdale,
Arizona
|
$524
|
+$534
|
+15
|
New
|
|
|
303
|
Physician Wealth Advisors
Midvale,
Utah
|
$524
|
+$534
|
+15
|
New
|
|
|
304
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$524
|
+$534
|
+15
|
New
|
|
|
305
|
Torren Management
San Diego,
California
|
$454
|
+$462
|
+13
|
New
|
|
|
306
|
UMB Bank
Kansas City,
Missouri
|
$419
|
–
|
–
|
–
|
|
|
307
|
Blue Trust Inc
Alpharetta,
Georgia
|
$384
|
-$2.21K
|
-62
|
-85%
|
|
|
308
|
Trust Company
Manhattan,
Kansas
|
$384
|
+$391
|
+11
|
New
|
|
|
309
|
MV Capital Management
Bethesda,
Maryland
|
$315
|
-$71
|
-2
|
-18%
|
|
|
310
|
Rialto Wealth Management
Syracuse,
New York
|
$245
|
+$249
|
+7
|
New
|
|
|
311
|
CoreCap Advisors
Southfield,
Michigan
|
$244
|
–
|
–
|
–
|
|
|
312
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$210
|
+$213
|
+6
|
New
|
|
|
313
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$210
|
+$213
|
+6
|
New
|
|
|
314
|
Creative Financial Designs
Kokomo,
Indiana
|
$175
|
–
|
–
|
–
|
|
|
315
|
Principia Wealth Advisory
Dallas,
Texas
|
$175
|
–
|
–
|
–
|
|
|
316
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
$140
|
+$142
|
+4
|
New
|
|
|
317
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$140
|
+$142
|
+4
|
New
|
|
|
318
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$139
|
+$142
|
+4
|
New
|
|
|
319
|
Seneschal Advisors
Tacoma,
Washington
|
$70
|
+$71
|
+2
|
New
|
|
|
320
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$43
|
+$36
|
+1
|
New
|
|
|
321
|
Meridiem Capital Partners
Dallas,
Texas
|
–
|
-$16.7M
|
-466,563
|
Closed
|
|
|
322
|
Rafferty Asset Management
New York
|
–
|
-$13.3M
|
-372,122
|
Closed
|
|
|
323
|
Victory Capital Management
San Antonio,
Texas
|
–
|
-$8.64M
|
-240,941
|
Closed
|
|
|
324
|
Maytus Capital Management
New York
|
–
|
-$6.81M
|
-190,000
|
Closed
|
|
|
325
|
NEOS Investment Management
Westport,
Connecticut
|
–
|
-$6.62M
|
-184,765
|
Closed
|
|
